Semtech Corp
SMTC- 交易所
- Nasdaq
- 產業
- Semiconductors & Related Devices
- SEC CIK
- 0000088941
近 90 天，Semtech Corp 內部人申報 0 筆公開市場買進、16 筆賣出；2026 年第 2 季末有 577 家機構在 13F 申報持有，市值合計 $149.5 億；大師中只有Maverick 資本持有。
2023 年第 1 季 13F 持有人
Semtech Corp 在 2023/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 248
- 較 2022 年第 4 季 −12 家
- 持有股數
- 7,010 萬
- 較 2022 年第 4 季 +81.3 萬 (+1.2%)
- 總市值
- $16.9 億
- 較 2022 年第 4 季 −$2.93 億 (−14.7%)
- 新進機構
- 33
- 另有 96 家加碼
- 清倉機構
- 45
- 另有 89 家減碼
另有 1 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SMTC 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 577 | $149.5 億 |
| 2026 年第 1 季 | 438 | $76.6 億 |
| 2025 年第 4 季 | 402 | $75.4 億 |
| 2025 年第 3 季 | 350 | $74.4 億 |
| 2025 年第 2 季 | 316 | $46.8 億 |
| 2025 年第 1 季 | 315 | $33.6 億 |
| 2024 年第 4 季 | 355 | $59.3 億 |
| 2024 年第 3 季 | 274 | $38.6 億 |
| 2024 年第 2 季 | 256 | $24.4 億 |
| 2024 年第 1 季 | 236 | $22.1 億 |
| 2023 年第 4 季 | 226 | $18.2 億 |
| 2023 年第 3 季 | 217 | $18.6 億 |
| 2023 年第 2 季 | 227 | $17.8 億 |
| 2023 年第 1 季 | 248 | $16.9 億 |
| 2022 年第 4 季 | 261 | $19.9 億 |
| 2022 年第 3 季 | 277 | $18.3 億 |
| 2022 年第 2 季 | 308 | $34.2 億 |
| 2022 年第 1 季 | 319 | $43.1 億 |
| 2021 年第 4 季 | 309 | $54.9 億 |
| 2021 年第 3 季 | 281 | $48.5 億 |
| 2021 年第 2 季 | 273 | $42.7 億 |
| 2021 年第 1 季 | 261 | $43.3 億 |
2023 年第 1 季持有機構
每家機構持有 Semtech Corp 的股數、市值與佔組合比重；股數變化跟 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,789 | $57.4 萬 | 0.00% | −14,114−37.2% | 減碼 |
| Fiera Capital Corp | 24,314 | $58.7 萬 | 0.00% | 00.0% | 不變 |
| Lazard Asset Management LLC | 24,436 | $58.9 萬 | 0.00% | +23,134+1,776.8% | 加碼 |
| SG Americas Securities, LLC | 24,540 | $59.2 萬 | 0.01% | +13,505+122.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 25,008 | $60.4 萬 | 0.00% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 25,515 | $61.6 萬 | 0.00% | −224−0.9% | 減碼 |
| Wellington Management Group LLP | 25,625 | $61.9 萬 | 0.00% | +25,625 | 新進 |
| Maryland State Retirement & Pension System | 25,708 | $62.1 萬 | 0.01% | −438−1.7% | 減碼 |
| Ossiam | 27,807 | $67.1 萬 | 0.01% | +27,807 | 新進 |
| Amalgamated Bank | 28,972 | $69.9 萬 | 0.01% | −2,223−7.1% | 減碼 |
| Occudo Quantitative Strategies LP | 29,138 | $70.3 萬 | 0.06% | −19,454−40.0% | 減碼 |
| Louisiana State Employees Retirement System | 29,800 | $71.9 萬 | 0.02% | −400−1.3% | 減碼 |
| Royal Bank of Canada | 30,287 | $73.1 萬 | 0.00% | +7,051+30.3% | 加碼 |
| Cooper Creek Partners Management LLC | 30,431 | $73.5 萬 | 0.05% | 00.0% | 不變 |
| American Century Companies Inc | 31,097 | $75.1 萬 | 0.00% | +8,375+36.9% | 加碼 |
| Janus Henderson Group PLC | 31,393 | $75.8 萬 | 0.00% | +22,142+239.3% | 加碼 |
| Legato Capital Management LLC | 31,857 | $76.9 萬 | 0.14% | +6,725+26.8% | 加碼 |
| Miracle Mile Advisors, LLC | 31,874 | $76.9 萬 | 0.02% | −3,021−8.7% | 減碼 |
| Gotham Asset Management, LLC | 32,173 | $77.7 萬 | 0.02% | −49,993−60.8% | 減碼 |
| EFG Asset Management (North America) Corp. | 33,095 | $79.9 萬 | 0.18% | +5,791+21.2% | 加碼 |
| MetLife Investment Management | 33,241 | $80.2 萬 | 0.01% | 00.0% | 不變 |
| American International Group, Inc. | 34,592 | $83.5 萬 | 0.01% | +174+0.5% | 加碼 |
| Yousif Capital Management, LLC | 35,974 | $86.8 萬 | 0.01% | −4,390−10.9% | 減碼 |
| Qube Research & Technologies Ltd | 37,121 | $89.6 萬 | 0.01% | −144,022−79.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 38,200 | $92.2 萬 | 0.01% | −69,800−64.6% | 減碼 |
| Virginia Retirement Systems Et Al | 38,400 | $92.7 萬 | 0.01% | +23,200+152.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 43,386 | $104.7 萬 | 0.01% | −375,137−89.6% | 減碼 |
| State of Alaska, Department of Revenue | 43,715 | $105.5 萬 | 0.01% | −513−1.2% | 減碼 |
| HSBC Holdings PLC | 43,936 | $106.6 萬 | 0.00% | −24,490−35.8% | 減碼 |
| Force Hill Capital Management LP | 44,336 | $107.0 萬 | 0.28% | −87,264−66.3% | 減碼 |
| Seven Eight Capital, LP | 44,355 | $107.1 萬 | 0.22% | −29,116−39.6% | 減碼 |
| Schonfeld Strategic Advisors LLC | 44,700 | $107.9 萬 | 0.01% | −88,800−66.5% | 減碼 |
| Bridgewater Associates, LP | 46,065 | $111.2 萬 | 0.01% | +23,092+100.5% | 加碼 |
| Citigroup Inc | 46,140 | $111.4 萬 | 0.00% | −24,989−35.1% | 減碼 |
| Aviva PLC | 47,313 | $114.2 萬 | 0.01% | +12,049+34.2% | 加碼 |
| State of Tennessee, Treasury Department | 47,733 | $115.2 萬 | 0.01% | −35,652−42.8% | 減碼 |
| Ontario Teachers Pension Plan Board | 51,636 | $124.6 萬 | 0.01% | −20,622−28.5% | 減碼 |
| Jefferies Financial Group Inc. | 55,100 | $133.0 萬 | 0.03% | +55,100 | 新進 |
| Texas Permanent School Fund | 57,085 | $137.8 萬 | 0.01% | +14,384+33.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 58,381 | $140.9 萬 | 0.00% | +16,997+41.1% | 加碼 |
| Janney Montgomery Scott LLC | 59,656 | $144.0 萬 | 0.01% | +516+0.9% | 加碼 |
| Millrace Asset Group, Inc. | 61,898 | $149.4 萬 | 1.74% | +37,979+158.8% | 加碼 |
| Hussman Strategic Advisors, Inc. | 62,000 | $149.7 萬 | 0.23% | +62,000 | 新進 |
| Prudential Financial Inc | 62,255 | $150.3 萬 | 0.00% | −262,465−80.8% | 減碼 |
| Thrivent Financial for Lutherans | 63,264 | $152.7 萬 | 0.00% | −18,491−22.6% | 減碼 |
| Credit Suisse AG | 63,284 | $152.8 萬 | 0.00% | +1,470+2.4% | 加碼 |
| UBS Group AG | 64,235 | $155.1 萬 | 0.00% | +11,687+22.2% | 加碼 |
| P Schoenfeld Asset Management LP | 65,940 | $159.2 萬 | 0.17% | +65,940 | 新進 |
| Boothbay Fund Management, LLC | 67,267 | $162.4 萬 | 0.05% | +67,267 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 67,593 | $163.2 萬 | 0.01% | −383−0.6% | 減碼 |
| Connors Investor Services Inc | 76,216 | $184.0 萬 | 0.22% | +6,182+8.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 76,597 | $184.9 萬 | 0.01% | 00.0% | 不變 |
| Wells Fargo & Company | 77,836 | $187.9 萬 | 0.00% | +55,524+248.9% | 加碼 |
| Great West Life Assurance Co | 78,368 | $189.3 萬 | 0.00% | −2,407−3.0% | 減碼 |
| UBS Asset Management Americas Inc | 79,290 | $191.4 萬 | 0.00% | +5,271+7.1% | 加碼 |
| California State Teachers Retirement System | 79,350 | $191.6 萬 | 0.00% | −1,111−1.4% | 減碼 |
| Alliancebernstein L.P. | 83,869 | $202.5 萬 | 0.00% | −10,598−11.2% | 減碼 |
| Point72 Asset Management, L.P. | 84,400 | $203.7 萬 | 0.01% | +84,400 | 新進 |
| Holocene Advisors, LP | 86,654 | $209.2 萬 | 0.01% | −23,794−21.5% | 減碼 |
| Bridge City Capital, LLC | 89,678 | $216.5 萬 | 1.09% | +18,596+26.2% | 加碼 |
| Granite Investment Partners, LLC | 95,519 | $230.6 萬 | 0.10% | +95,519 | 新進 |
| Clearline Capital LP | 97,318 | $234.9 萬 | 0.35% | +97,318 | 新進 |
| Panagora Asset Management Inc | 98,942 | $238.8 萬 | 0.02% | −33,610−25.4% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 100,542 | $242.7 萬 | 0.01% | −165,921−62.3% | 減碼 |
| Victory Capital Management Inc | 100,760 | $243.2 萬 | 0.00% | +40,227+66.5% | 加碼 |
| Allianz Asset Management GmbH | 103,028 | $248.7 萬 | 0.01% | −22,198−17.7% | 減碼 |
| Voya Investment Management LLC | 103,474 | $249.8 萬 | 0.00% | −9,944−8.8% | 減碼 |
| New York State Teachers Retirement System | 104,321 | $251.8 萬 | 0.01% | +200+0.2% | 加碼 |
| Natixis | 106,293 | $256.6 萬 | 0.02% | −551,815−83.8% | 減碼 |
| Barclays PLC | 106,650 | $257.5 萬 | 0.00% | −5,872−5.2% | 減碼 |
| APG Asset Management N.V. | 125,400 | $278.6 萬 | 0.01% | +8,000+6.8% | 加碼 |
| Murchinson Ltd. | 120,945 | $288.0 萬 | 0.55% | +120,945 | 新進 |
| California Public Employees Retirement System | 119,432 | $288.3 萬 | 0.00% | −25,360−17.5% | 減碼 |
| Engineers Gate Manager LP | 120,313 | $290.4 萬 | 0.12% | +10,469+9.5% | 加碼 |
| Man Group plc | – | $294.6 萬 | 0.01% | – | – |
| Portman Square Capital LLP | 128,713 | $310.7 萬 | 0.78% | +128,713 | 新進 |
| Price T Rowe Associates Inc | 132,331 | $319.6 萬 | 0.00% | +899+0.7% | 加碼 |
| Jump Financial, LLC | 132,563 | $320.0 萬 | 0.13% | +84,561+176.2% | 加碼 |
| Quadrature Capital Ltd | 136,215 | $329.1 萬 | 0.09% | −23,619−14.8% | 減碼 |
| Swiss National Bank | 137,100 | $331.0 萬 | 0.00% | −16,200−10.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 138,049 | $333.3 萬 | 0.00% | +54,706+65.6% | 加碼 |
| Public Sector Pension Investment Board | 139,276 | $336.2 萬 | 0.03% | −168,277−54.7% | 減碼 |
| State of Wisconsin Investment Board | 139,903 | $337.7 萬 | 0.01% | −9,011−6.1% | 減碼 |
| Walleye Capital LLC | 143,767 | $347.1 萬 | 0.07% | +55,294+62.5% | 加碼 |
| Nordea Investment Management AB | 153,861 | $374.5 萬 | 0.01% | +42,962+38.7% | 加碼 |
| Canada Pension Plan Investment Board | 156,258 | $377.2 萬 | 0.01% | +156,258 | 新進 |
| M&G Investment Management Ltd | 157,784 | $378.7 萬 | 0.03% | +74,824+90.2% | 加碼 |
| Tudor Investment Corp Et Al | 161,380 | $389.6 萬 | 0.07% | +9,657+6.4% | 加碼 |
| Susquehanna International Group, LLP | 162,547 | $392.4 萬 | 0.01% | +67,925+71.8% | 加碼 |
| Algert Global LLC | 173,651 | $419.2 萬 | 0.20% | +64,714+59.4% | 加碼 |
| Legal & General Group Plc | 186,357 | $449.9 萬 | 0.00% | −472−0.3% | 減碼 |
| Rhumbline Advisers | 193,139 | $466.2 萬 | 0.01% | +4,212+2.2% | 加碼 |
| SEI Investments Co | 206,638 | $498.8 萬 | 0.01% | +175,565+565.0% | 加碼 |
| FMR LLC | 213,268 | $514.8 萬 | 0.00% | −69,103−24.5% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 216,329 | $522.2 萬 | 0.03% | −33,145−13.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 218,189 | $526.7 萬 | 0.01% | −5,391−2.4% | 減碼 |
| Russell Investments Group, Ltd. | 218,735 | $528.0 萬 | 0.01% | +1,270+0.6% | 加碼 |
| Numerai GP LLC | 219,717 | $530.4 萬 | 1.77% | +42,991+24.3% | 加碼 |
| Marshall Wace, LLP | 220,343 | $531.9 萬 | 0.01% | +220,343 | 新進 |
| New York State Common Retirement Fund | 222,156 | $536.3 萬 | 0.01% | −26,412−10.6% | 減碼 |